Happy Tuesday.

It was a day of mild moves on the market on the first day back from a long holiday weekend. 

The Dow Jones Industrial Average rose 8.07 points, or 0.03%, to 25,891, while the S&P 500 rose 0.15%, and the Nasdaq rose 0.19% to eke out its sixth straight day of gains. 

Trade and Chipmakers

The trade war truce between the U.S. and China expires on March 1. If relations improve after that date or tariffs are eliminated for certain sectors, U.S. semiconductor companies could certainly benefit. "A trade agreement between the U.S. and China would focus on purchases of specific products, such as soybeans and semiconductors, rather than a broad basket," wrote a team of Goldman Sachs strategists in a note out Tuesday. This would be great news for Nvidia Corp. (NVDA) , Advanced Micro Devices Inc. (AMD) , and Intel Corp. (INTC) , among other U.S. chip makers. 

Walmart's E-commerce Sales 

Aside from the fact that Walmart Inc. (WMT) beat earnings estimates, there was one key data point the retail giant was proud to show off in its earnings report, which is that its e-commerce sales grew 43% year-over-year. Much of Walmart's long-term strategy is rooted in digital sales, although Eric Jhonsa cautioned investors about overestimating how much of an online threat Walmart has become to Amazon (AMZN) . Walmart was the stock of the day at RealMoney, our premium site for active investors. For more on the company's strong quarter, see Kevin Curran's coverage here

Papa John's Downgraded

TheStreet's Tony Owusu reported that Papa John's International Inc. (PZZA) fell 4.31% to $43.31 a share Tuesday after Stifel downgraded the stock to sell from hold, citing competitiveness in the fast-food pizza space. Papa John's will have to lower prices, thinks Stifel, which lowered its price target to $35.